GC

Gould Capital Portfolio holdings

AUM $150M
1-Year Est. Return 14.08%
This Quarter Est. Return
1 Year Est. Return
+14.08%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$124M
AUM Growth
-$6.98M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
197
New
Increased
Reduced
Closed

Top Buys

1
+$992K
2
+$812K
3
+$262K
4
XYZ
Block Inc
XYZ
+$208K
5
JNPR
Juniper Networks
JNPR
+$138K

Top Sells

1
+$1.02M
2
+$844K
3
+$691K
4
AAPL icon
Apple
AAPL
+$159K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$158K

Sector Composition

1 Technology 16.27%
2 Financials 9.8%
3 Communication Services 6.7%
4 Industrials 5.54%
5 Consumer Discretionary 5.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$7.08K 0.01%
100
152
$6.75K 0.01%
125
153
$6.56K 0.01%
55
154
$6.41K 0.01%
85
155
$6.37K 0.01%
30
156
$6.24K 0.01%
425
+8
157
$6.11K ﹤0.01%
181
158
$5.98K ﹤0.01%
680
159
$5.82K ﹤0.01%
203
160
$5.59K ﹤0.01%
33
161
$5.4K ﹤0.01%
185
162
$4.7K ﹤0.01%
103
163
$4.67K ﹤0.01%
110
164
$4.66K ﹤0.01%
100
165
$4.65K ﹤0.01%
174
166
$4.54K ﹤0.01%
30
167
$4.39K ﹤0.01%
1,000
168
$4.19K ﹤0.01%
449
169
$3.77K ﹤0.01%
68
170
$3.56K ﹤0.01%
101
171
$3.17K ﹤0.01%
350
172
$3.1K ﹤0.01%
2,500
173
$2.58K ﹤0.01%
307
174
$2.35K ﹤0.01%
708
175
$2.3K ﹤0.01%
300
4 5 6
7
8